Headquarters: BVI
URL: https://vestigeholdingsgroup.com/

The Client Relations Specialist is a highly client-facing role responsible for managing real-time communication, onboarding, and ongoing support for both prospective and active clients.

Reporting to the Vice President and working closely with the Head of Client Relations, this individual serves as a primary point of contact across all communication channels — email, phone, text, and video — ensuring a seamless, responsive, and high-touch client experience.

This role is deeply embedded in the client lifecycle, frequently joining sales calls to initiate onboarding, supporting transaction requests, conducting client check-ins, and proactively following up to ensure all client activity — including deposits, withdrawals, broker requests, portal access, and event participation — is completed accurately and efficiently.

The ideal candidate is highly responsive, client-first, and brings a positive, solutions-oriented approach to every interaction, ensuring clients feel supported and confident at all times.

 

 

Key Responsibilities

Client Engagement & Communication

• Serve as a primary, front-line point of contact for both prospective and active clients.

• Communicate with clients throughout the day via email, phone, text, and video calls.

• Be readily available to support clients in real time, including while they are at the bank initiating wires or requesting account actions.

• Provide immediate guidance on wire instructions, funding confirmations, withdrawal processes, and portal access.

• Join live sales calls (often without advance notice) to introduce onboarding and begin the account setup process immediately upon client commitment.

• Conduct proactive client outreach, including check-ins to ensure client satisfaction and engagement.

• Contact clients to confirm attendance for firm events and ensure a strong client experience.

• Deliver a high-touch, patient, and professional experience — confidently guiding clients through questions and processes with clarity and positivity.

• Adhere to all company communication standards, SLAs, and established processes.

 

 

Client Onboarding & Account Activation

• Lead the onboarding process from initial introduction through account activation with each client.

• Guide clients in real-time through onboarding steps, documentation, and account setup.

• Collect and verify KYC documentation; coordinate directly with brokers for application processing and funding.

• Coordinate with the tech team to provision and troubleshoot client portal access during onboarding.

• Ensure a seamless transition from sales to active client with minimal friction or delay.

 

 

Client Support, Follow-Up & Retention

• Proactively follow up with clients on outstanding requests, documentation, account actions, and portal access needs.

• Track and follow up on deposit activity, including wires not yet received by the broker.

• Coordinate withdrawal requests, including submission, tracking, and ongoing follow-ups with brokers.

• Manage and fulfill broker document requests for active client accounts, ensuring timely collection and submission of required materials.

• Coordinate with the tech team to resolve client portal access issues and ensure a smooth user experience.

• Communicate clearly with clients regarding any additional documentation or system access needed to maintain or service their accounts.

• Conduct regular client check-ins to ensure satisfaction and identify any issues early.

• Ensure all client requests are completed accurately, efficiently, and with clear communication.

 

 

Transaction Support & Tracking

• Act as the central point of coordination for all client transaction activity.

• Track deposits, withdrawals, and account funding status from initiation through completion.

• Liaise with brokers and internal teams to ensure timely processing and issue resolution.

• Maintain clear visibility and communication with clients regarding transaction timelines and status.

 

 

Client Communications & Inbox Management

• Manage onboarding and client support inboxes as high-volume communication channels.

• Monitor, triage, and respond to incoming client and prospect inquiries in real time.

• Respond to introducer-related emails within the support inbox and coordinate with the Vice President as needed.

• Escalate urgent or complex issues to the Vice President or coordinate internally as needed.

• Maintain communication logs and ensure no client or introducer request goes unaddressed.

• Follow all company communication standards, SLAs, and response protocols.

 

 

Broker & Internal Coordination

• Work directly with partner brokers to coordinate account setup, deposits, withdrawals, and ongoing account maintenance.

• Track and manage broker requests, including documentation, updates, and compliance-related items for active clients.

• Collaborate with the Head of Client Relations on outreach, follow-ups, and overall client experience.

• Coordinate with the tech team on client portal access, permissions, and issue resolution.

• Coordinate with Sales and Trading teams to ensure alignment across the client lifecycle.

• Maintain organized records of all client interactions, transactions, and documentation.

 

 

Executive & Operational Support

• Support the Vice President with additional tasks, client-related initiatives, and operational needs as requested.

• Assist with tracking, reporting, and follow-ups tied to client activity and firm initiatives.

• Maintain accurate CRM records, onboarding data, and client documentation.

• Ensure all processes are compliant, documented, and audit-ready.

 

 

Qualifications

• 2–4 years of experience in a client-facing role (client services, onboarding, account management, or similar; financial services preferred).

• Strong communication skills with confidence speaking to clients across phone, video, and written channels.

• Comfortable being highly available and responsive throughout the day for real-time client needs.

• Naturally positive, patient, and client-focused with the ability to guide clients through questions with clarity and professionalism.

• Highly organized with strong attention to detail and follow-through.

• Ability to manage multiple conversations, requests, and priorities simultaneously.

• Proficiency in CRM systems, Google Workspace, and communication tools.

• Experience working cross-functionally with technical teams or supporting client-facing platforms is a plus.

• Professional demeanor with high integrity and discretion in handling client information.

• Internet and phone access required

 

 

Position Details

• Hiring Location: Canada

• Type: Full Time Contractor

• Time Zone: Central Time (or comfortably work in Central)

• Travel: 2-3x per year

• Language: English (required) and French (preferred)

• Compensation: $65,000 USD + $150 USD per new onboarded and funded account

 

To apply: https://weworkremotely.com/remote-jobs/vestige-client-relations-specialist-full-time-contractor